Investment adviser · CRD 104952

TOTH FINANCIAL ADVISORY CORP

Investment adviser filing (IA)

LEESBURG, VA, United States · Form ADV filed Mar 10, 2026

Regulatory AUM
$1.15B
Form ADV · Item 5.F
Client accounts
2,352
Accounts, not individual clients
Employees
18
Reported in this filing
Advisory professionals
10
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals335$983,912,64985.2%
Individuals312$97,619,8388.5%
Pooled investment vehicles1$46,777,3794.1%
Charities2$14,560,0301.3%
Retirement plans5$11,683,3741.0%
Filing source

Form ADV 2054328 · Mar 10, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

TOTH GROWTH & INCOME FUND, LPHedge Fund · Last reported Mar 10, 2026$37.9MGross asset value
Auditor YOUNT, HYDE AND BARBOUR P.C. WINCHESTER, Virginia, United States
Custodian CHARLES SCHWAB & CO., INC. ORLANDO, Florida, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

YOUNT, HYDE AND BARBOUR P.C.
PCAOB 613

Fund details & source
Fund ID
805-2918716448
Reported beneficial owners
8
Minimum commitment
$1M

Form ADV 2054328 · Mar 10, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 10, 2026. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

608 SOUTH KING STREET, SUITE 300
LEESBURG, VA, 20175, United States

CRD 104952

Filing source

Form ADV 2054328 · Mar 10, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.